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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'd like to build on Brian's question of July 24th regarding electrification. I have
a small position in Hammond and a couple of full positions in renewable power producers.

If you wanted to build a small sub-portfolio of stocks for the green energy trend, which companies (and how many) would you include? How much of a total portfolio might you allocate in this direction? Would you include a copper producer or consider this part of your materials allocation?

One area that seems to get very little discussion is companies that make systems to control electrical grids, and I think this will need some focus as generation becomes more distributed (e.g. rooftop solar all over the place). Suggestions in this area would be especially welcome if you think there are players worth consideration.

Thanks for your help, and for all the other people who ask public questions. I learn a lot from their queries!
Read Answer Asked by Dave on August 15, 2023
Q: The Hammond Companies based in Guelph are producing astounding numbers yet HMM.A is far behind in stock market valuation with a projected P/E of 3 to 4. Why is there a discrepancy between the two companies.
Read Answer Asked by michael on August 05, 2023
Q: Hi 5i

With the recent quarterly release I see that HPS continues to do well.
I'm just curious as to how they compare to their competition in this space?
Are there larger or smaller companies that are doing equally as well and therefore also worth looking at?
Or is this somewhat of a moat business?

Read Answer Asked by Brian on August 04, 2023
Q: These 9 companies are the holdings in a growth oriented Canadian TFSA. The intent was for them to be long-term holds. However, NVEI, ILLM and LSPD are all down over 50% and some so rejigging is being considered.

Would you consider any of them to be a SELL?

Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.

Please rate (1-10) the remaining 7 for additional money today.

Thank you,

Read Answer Asked by Peter on August 03, 2023
Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.
Read Answer Asked by Ken on August 02, 2023
Q: I have this in my TSFA account. Should I sell it? If so what stock should I replace it with?

Read Answer Asked by Linda on July 27, 2023
Q: Which TSX listed stocks would significantly benefit from a major expansion and overhaul of electricity delivery infrastructure within Canada (which seems likely)?
Read Answer Asked by John on July 27, 2023
Q: I am looking for a replacement for cae in the industrials. Already own wsp, mg, tfi. Also can you give me 3 or 4 solid companies with little dept and low valuations.
Thanks Steve
Read Answer Asked by Stephen on July 26, 2023
Q: What are your top 3 growth orientated small caps that trade on the Canadian market today?

Thank you.
Read Answer Asked by David on July 24, 2023
Q: Hello 5i
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Read Answer Asked by Dave on June 28, 2023
Q: hello 5i:
I am interested in the above companies, but feel both are overvalued at present. Technically, HPS appears to have a "blowoff" topping pattern while ATS is consolodating. Fundamentally, both look a little stretched as far as PE, P/CF go. The subject of growth, of course, will define future gains. From past answers, you like ATS "better" than HPS.
First, can you confirm the above deductions and do a head to head comparison of the two. Second, where do you see future growth for both, and why. HPS actually looks to have the upper hand due to the "relectrification" theme as their products might attract a larger global audience. Third, can you provide what you feel are good entry points. Thanks for this comparison as there are only funds to buy one.
Paul L
Read Answer Asked by Paul on June 27, 2023
Q: Over the last 30 years my best investments by far have been with smallish to medium sized profitable businesses with good long term growth prospects that I have bought and held for 10+ years. Generally market caps of roughly $500 million Cdn. to around $5 billion Cdn. A few have generated 20, 30 times my initial cost. I am wondering about the prospects of each of these following companies producing those kind of multi-bagger returns over the next 10 or 20 years. Would you please rank these companies in order from 1 to 13 according to the likelihood that they will become another CSU, BYD, WSP, TFII, etc. that can be a big, big winner for a long term investor: ATS, ATZ, DOO, EQB, GSY, HPS.A, KXS, LMN, NVEI, TIXT, TOI, TSU, WELL. Admittedly, TOI is a little big at $8 billion market cap.

Secondly, are there any other Cdn stocks in this size range that you would say have that kind of big upside potential, and where would you place them in comparison to the above listed companies.
Read Answer Asked by Dan on June 23, 2023